Purchases and Sales Made in Q1 2025 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q1 2025. The information is specifically focused on institutions that hold shares of Evercore Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 45.7% |
$272K - $417K
|
4.56K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42KNew |
$270K - $413K
|
1.42K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.35K+ 15.02% |
$256K - $392K
|
10.3K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.31K+ 45.25% |
$249K - $382K
|
4.21K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 193.29% |
$219K - $336K
|
1.75K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.14K+ 16.03% |
$218K - $333K
|
8.28K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 4.32% |
$209K - $320K
|
26.5K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.04K+ 11.95% |
$197K - $301K
|
9.7K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.03KNew |
$197K - $301K
|
1.03K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.59% |
$194K - $296K
|
29.3K
$6.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 15.8% |
$193K - $296K
|
7.45K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.02K+ 3.31% |
$193K - $296K
|
31.7K
$7.34M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.01K+ 39.78% |
$193K - $295K
|
3.56K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
995New |
$189K - $290K
|
995
$230K
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
900+ 2.3% |
$171K - $262K
|
40K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
879+ 39.9% |
$167K - $256K
|
3.08K
$713K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
854+ 16.29% |
$162K - $249K
|
6.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
821+ 40.44% |
$156K - $239K
|
2.85K
$660K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
796+ 14.55% |
$151K - $232K
|
6.27K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
766+ 104.93% |
$146K - $223K
|
1.5K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
728+ 92.39% |
$139K - $212K
|
1.52K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
703+ 86.47% |
$134K - $205K
|
1.52K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
699+ 418.56% |
$133K - $204K
|
866
$200K
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
657+ 82.23% |
$125K - $191K
|
1.46K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
644+ 8.24% |
$123K - $188K
|
8.46K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
594+ 4.48% |
$113K - $173K
|
13.8K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
586+ 18.65% |
$112K - $171K
|
3.73K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
586+ 60.91% |
$112K - $171K
|
1.55K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
564+ 9.31% |
$107K - $164K
|
6.63K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
539+ 13.01% |
$103K - $157K
|
4.68K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
531New |
$101K - $155K
|
531
$123K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
516+ 67.45% |
$98.2K - $150K
|
1.28K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
508+ 9.27% |
$96.7K - $148K
|
5.99K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
504+ 13.2% |
$95.9K - $147K
|
4.32K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 31.29% |
$95.1K - $146K
|
2.1K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
483+ 5.04% |
$91.9K - $141K
|
10.1K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
440+ 2.96% |
$83.7K - $128K
|
15.3K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
435+ 43.24% |
$82.8K - $127K
|
1.44K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
425+ 14.52% |
$80.9K - $124K
|
3.35K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
419New |
$79.7K - $122K
|
419
$97K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
415+ 9.33% |
$79K - $121K
|
4.87K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
402+ 1.25% |
$76.5K - $117K
|
32.6K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
361+ 33.61% |
$68.7K - $105K
|
1.44K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
358+ 139.3% |
$68.1K - $104K
|
615
$142K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
355+ 3.95% |
$67.5K - $103K
|
9.34K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341+ 16.37% |
$64.9K - $99.3K
|
2.42K
$561K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
325+ 6.03% |
$61.8K - $94.7K
|
5.72K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
319+ 30.29% |
$60.7K - $92.9K
|
1.37K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
315New |
$59.9K - $91.8K
|
315
$72.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
307+ 1.84% |
$58.4K - $89.4K
|
17K
$3.94M
|